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Nuveen Taxable Municipal Income Fund

69 hedge funds and large institutions have $121M invested in Nuveen Taxable Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.19% less ownership

Funds ownership: 26.91%26.73% (-0.19%)

10% less capital invested

Capital invested by funds: $135M → $121M (-$13.9M)

13% less funds holding

Funds holding: 7969 (-10)

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
69
Holders Change
-10
Holders Change %
-12.66%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
24
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.6M +$1.66M +94,006 +8%
GC
2
Guggenheim Capital
Illinois
$11.9M -$1.17M -66,132 -8%
UBS Group
3
UBS Group
Switzerland
$11.4M -$411K -23,264 -3%
Wells Fargo
4
Wells Fargo
California
$10.9M -$1.18M -66,805 -9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.69M -$85.6K -4,846 -1%
Bank of America
6
Bank of America
North Carolina
$7.29M -$222K -12,566 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.82M +$537K +30,386 +8%
LPL Financial
8
LPL Financial
California
$5.76M -$523K -29,643 -7%
RJA
9
Raymond James & Associates
Florida
$4.03M +$1.52M +86,260 +51%
Invesco
10
Invesco
Georgia
$3.78M +$20K +1,135 +0.5%
Ameriprise
11
Ameriprise
Minnesota
$3M +$2.12M +120,169 +170%
BI
12
Bramshill Investments
Florida
$2.95M +$1.34M +76,139 +68%
EBWM
13
Eagle Bluffs Wealth Management
Missouri
$2.82M -$10.4K -588 -0.3%
V
14
Veritable
Delaware
$2.32M -$41.4K -2,345 -2%
GCP
15
Gill Capital Partners
Colorado
$2.23M +$364K +20,607 +17%
Truist Financial
16
Truist Financial
North Carolina
$1.48M -$41K -2,324 -2%
WS
17
Wedbush Securities
California
$1.38M +$868K +49,160 +127%
SWP
18
Stratos Wealth Partners
Ohio
$1.09M -$3.3K -187 -0.3%
HKAM
19
Horizon Kinetics Asset Management
New York
$1.08M -$1.11M -62,842 -48%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$799K
Stifel Financial
21
Stifel Financial
Missouri
$792K +$1.34K +76 +0.2%
RCM
22
Rivernorth Capital Management
Florida
$714K +$804K +45,525 New
RJT
23
Raymond James Trust
Florida
$604K +$12.6K +714 +2%
FMTCOCP
24
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$574K -$70.6K -4,000 -10%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$569K +$56.6K +3,207 +10%